Caldwell Trust’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
|
|
||||
|
2024
Q4 | $5.09K | Sell |
150
-252
|
|
||||
|
2024
Q3 | $14.4K | Sell |
402
-65
|
|
||||
|
2024
Q2 | $15.9K | Hold |
467
|
|
||||
|
2024
Q1 | $16.2K | Sell |
467
-375
|
|
||||
|
2023
Q4 | $35.5K | Sell |
842
-778
|
|
||||
|
2023
Q3 | $69.1K | Sell |
1,620
-4,570
|
|
||||
|
2023
Q2 | $317K | Sell |
6,190
-913
|
|
||||
|
2023
Q1 | $371K | Sell |
7,103
-173
|
|
||||
|
2022
Q4 | $343K | Sell |
7,276
-401
|
|
||||
|
2022
Q3 | $437K | Sell |
7,677
-337
|
|
||||
|
2022
Q2 | $418K | Buy |
8,014
+191
|
|
||||
|
2022
Q1 | $506K | Sell |
7,823
-84
|
|
||||
|
2021
Q4 | $537K | Buy |
7,907
+206
|
|
||||
|
2021
Q3 | $482K | Buy |
7,701
+1,697
|
|
||||
|
2021
Q2 | $416K | Buy |
6,004
+1,125
|
|
||||
|
2021
Q1 | $335K | Buy |
4,879
+4,672
|
|
||||
|
2020
Q4 | $14.5K | Buy |
+207
|
|